TAALX Mutual Fund

NAV$15.47

Returns Overview

3 Months
+10.23%
6 Months
+7.40%
YTD
+6.87%
1 Year
+16.61%
3 Years (annualized)
+14.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAALX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+5.87%
vs Peers
+1.00%

TAALX Mutual Fund Performance

TAALX performance across multiple time periods: YTD 6.87%, 1-year 16.61%, 3-year 14.46%.

TAALX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

TAALX performance comparison shows side-by-side returns with another fund. TAALX alternatives are available in the Mutual Fund Screener.